dc66e42ec4
Categories now match folder names (15 canonical values). Types normalized to 25 canonical values per VAULT_MAP.md spec. Context-aware mapping: W-2s→tax-form, lease files→lease, vet records→vet, etc.
1.5 KiB
1.5 KiB
type, category, person, date, source
| type | category | person | date | source | ||
|---|---|---|---|---|---|---|
| tax-form | tax |
|
2023-12-31 | mortgage_1098_2023.pdf |
Form 1098 - Mortgage Interest Statement 2023
Lender Information
- Recipient/Lender: JPMorgan Chase Bank, N.A. - Home Lending
- Address: 3415 Vision Drive OH4-7214, Columbus, OH 43219-6009
- Lender TIN: 13-4994650
- Phone: 1-800-848-9136
Borrower Information
- Payer/Borrower: Xuewei Jiang & Yanxin Lu
- Address: 12421 Sanford St, Los Angeles, CA 90066
- Borrower TIN (Last 4): 3215
- Account Number: 1360684321
Mortgage Data
| Box | Description | Amount |
|---|---|---|
| 1 | Mortgage interest received from payer(s)/borrower(s) | $49,391.72 |
| 2 | Outstanding mortgage principal | $1,477,571.69 |
| 3 | Mortgage origination date | 04/12/2022 |
| 4 | Refund of overpaid interest | (blank) |
| 5 | Mortgage insurance premiums | (blank) |
| 6 | Points paid on purchase of principal residence | (blank) |
| 7 | Property address same as borrower | (not checked) |
| 8 | Address of property securing mortgage | 12421 Sanford St, Los Angeles, CA 90066 |
| 9 | Number of properties securing mortgage | (blank) |
| 10 | Other | (blank) |
| 11 | Mortgage acquisition date | (blank) |
Additional Information
- Real Estate Taxes Paid: $0.00
- Warning: Interest may be overstated in Box 1 if payments are subsidized by a state-funded program
- Note: Deductible interest limited to $750,000/$1,477,571.69 ratio of $49,391.72 = approximately $25,370 claimed on Schedule A